Salesforce Dictionary - Free Salesforce GlossarySalesforce Dictionary
Salesforce QA / Tester
easy

How do you test Omni-Channel routing?

Omni-Channel routes work to agents based on capacity and skills.

Test scenarios:

  • Routing rules: case routes to right queue / agent based on criteria.
  • Skill-based routing: case routes to skilled agent.
  • Capacity: agent at capacity skipped; next agent gets work.
  • Presence statuses: agent unavailable -> skipped.
  • Decline behavior: agent declines -> next agent.
  • Fallback: no eligible agent -> overflow queue.

Setup:

  • Test users with different skills, presence configurations.
  • Test cases / leads with various criteria.

Run:

  • Submit work via Omni-Channel.
  • Verify it lands with expected agent.
  • Check queue behavior.
  • Test edge cases (full capacity, all unavailable).

UI testing with Provar / Cypress for end-to-end agent experience.

Common pitfalls:

  • Skipping multi-agent scenarios.
  • Not testing capacity overflow.
  • No declined-routing test.

Senior insight: Omni-Channel is rules-driven; test all rules paths.

Why this answer works

Foundational. The scenarios and "rules-driven" framing are mature.

Follow-ups to expect

Related dictionary terms